Prefab Home: Contract to Keys in One Playbook

Building a prefab home is a 6-12 month journey involving sales, financing, architecture, factory production, site prep, and final assembly. Most builders manage this through spreadsheets, emails, and prayer. Customers are left in the dark, wondering "what's happening with my house?"

This playbook makes home building transparent:

  • Finance integration — Mortgage application status synced from Xero, automatically unblocking next steps when approved
  • AI-generated plans — Construction drawings auto-generated from design consultation selections
  • Factory + site coordination — Production and site prep tracked in parallel, delivery scheduled when both are ready
  • Customer visibility — Homeowners see weekly progress photos, upcoming milestones, and can reach their team instantly
  • Procore integration — Construction progress flows directly from the field into the playbook

Prefab Home Building

Complete prefab home construction journey - from contract signing through move-in day.

Data sources:
AirtableAirtable
XeroXero
ProcoreProcore
AWS S3AWS S3
CalendlyCalendly
Anthropic ClaudeAnthropic Claude
Participants:Sales ConsultantFinance AdvisorArchitectProduction ManagerConstruction LeadClientAI
Home Model
Total Price
Financing
Build Duration
-
  • Contract Signed

    Kollab
    inquiry_date2025-06-01
    Kollab
    contract_signed2025-07-15
    Airtable
    CRM RecordChen Family - Lead #4892
    AWS S3
    ContractContract.pdf
    Kollab
    Home ModelModern Vista 2400
  • Financing Approved

    Kollab
    contract_signed2025-07-15
    Kollab
    financing_approved2025-08-10
    Xero
    Finance AgreementMortgage Pre-Approval
    Kollab
    Loan Amount$388,000
  • Design Consultation

    Kollab
    financing_approved2025-08-10
    Kollab
    design_finalized2025-08-25
    Calendly
    Design MeetingDesign Consultation - Aug 20
    AWS S3
    SelectionsSelections.pdf
  • Plans Generated

    Kollab
    design_finalized2025-08-25
    Kollab
    plans_generated2025-08-28
    Anthropic Claude
    AI AnalysisFloor plan optimized for lot
    AWS S3
    PlansPlans.pdf
  • Permit Submitted

    Kollab
    plans_generated2025-08-28
    Kollab
    permit_submitted2025-09-05
    AWS S3
    Permit PackagePermit Package.pdf
  • Permit Approved

    Kollab
    permit_submitted2025-09-05
    Kollab
    permit_approved2025-10-20
    AWS S3
    ApprovalApproval.pdf
  • Production Started

    Kollab
    permit_approved2025-10-20
    Kollab
    production_complete2025-12-15
    Procore
    ProductionModule Production #2847
    AWS S3
    Progress PhotosProgress Photos.pdf
  • Site Preparation

    Kollab
    permit_approved2025-10-20
    Kollab
    site_prepared2025-11-30
    Procore
    Site WorkFoundation & Utilities WO
    Procore
    InspectionSite Prep Inspection Passed
  • Delivery Scheduled

    Kollab
    production_complete2025-12-15
    Kollab
    site_prepared2025-11-30
    Kollab
    delivery_scheduled2025-12-18
    Calendly
    Delivery DateModule Delivery - Dec 20
  • Modules Delivered

    Kollab
    delivery_scheduled2025-12-18
    Kollab
    modules_delivered2025-12-20
    AWS S3
    Delivery PhotosDelivery Photos.pdf
  • Assembly Complete

    Kollab
    modules_delivered2025-12-20
    Kollab
    assembly_complete2026-01-10
    Procore
    AssemblyOn-Site Assembly #2847
    AWS S3
    PhotosPhotos.pdf
  • Final Inspection

    Kollab
    assembly_complete2026-01-10
    Kollab
    inspection_passed2026-01-15
    Procore
    InspectionFinal Inspection Passed
  • Handover

    Kollab
    inspection_passed2026-01-15
    Kollab
    handover_complete
    Xero
    Final PaymentFinal Payment - $97,000
    AWS S3
    WarrantyWarranty.pdf

From contract signing to handing over the keys—every step tracked, every stakeholder aligned, every customer delighted.

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